Skip to main content

True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

EXPD holding history

Expeditors International of Washington Inc in every 13F filed by True Wealth Design, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EXPD overviewAll 13F holders of EXPDFull Q2 2026 holdings

Shares (Q2 2026)
78
Value
$12.7K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of EXPD by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202678$12.7K<0.1%00.0%UnchangedHolders
Q1 202678$11.2K<0.1%+13+20.0%AddedHolders
Q4 202565$9.69K<0.1%+4+6.6%AddedHolders
Q3 202561$7.48K<0.1%+16+35.6%AddedHolders
Q2 202545$5.14K<0.1%−18−28.6%ReducedHolders
Q1 202563$7.58K<0.1%+53+530.0%AddedHolders
Q4 202410$1.11K<0.1%00.0%UnchangedHolders
Q3 202410$1.31K<0.1%00.0%UnchangedHolders
Q2 202410$1.25K<0.1%+2+25.0%AddedHolders
Q1 20248$973<0.1%+3+60.0%AddedHolders
Q4 20235$636<0.1%−6,988−99.9%ReducedHolders
Q3 20236,993$801.6K0.3%−251−3.5%ReducedHolders
Q2 20237,244$877.4K0.3%−81−1.1%ReducedHolders
Q1 20237,325$806.6K0.3%−249−3.3%ReducedHolders
Q4 20227,574$787.1K0.4%–No prior filingHolders